Courage Miller Partners, LLC
- SEC CIK
- 0001482106
- Latest filing
- Jul 23, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 27, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 92
- +8 vs. Q4 2025
- Portfolio value
- $354.2M
- +$22.2M (+6.7%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,735,166 | $44.5M | 12.6% | −9,855−0.6% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 1,241,459 | $30.7M | 8.7% | −8,638−0.7% | Reduced | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 569,876 | $27.6M | 7.8% | +17,826+3.2% | Added | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 447,305 | $23.5M | 6.6% | +11,432+2.6% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 820,033 | $19.9M | 5.6% | +25,466+3.2% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 252,934 | $18.6M | 5.3% | +3,558+1.4% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 469,433 | $14.4M | 4.1% | −8,857−1.9% | Reduced | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 460,109 | $14.2M | 4.0% | +1,132+0.2% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 61,174 | $11.7M | 3.3% | +1,602+2.7% | Added | – |
| Schwab U.S. REIT ETF808524847 | ETF | 522,062 | $11.2M | 3.2% | +1900.0% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 364,250 | $10.6M | 3.0% | +265+0.1% | Added | – |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 45,133 | $9.87M | 2.8% | +45,133 | New | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 153,450 | $8.29M | 2.3% | +384+0.3% | Added | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 271,349 | $8.28M | 2.3% | −646−0.2% | Reduced | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 275,524 | $8.03M | 2.3% | +1,566+0.6% | Added | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 169,227 | $7.91M | 2.2% | −580.0% | Reduced | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 188,650 | $6.90M | 1.9% | −321−0.2% | Reduced | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 208,604 | $6.87M | 1.9% | +164+0.1% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 55,128 | $4.32M | 1.2% | +263+0.5% | Added | – |
| iShares Tr464287374 | NORTH AMERN NAT | 55,023 | $3.46M | 1.0% | −471−0.8% | Reduced | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 30,747 | $2.95M | 0.8% | −38−0.1% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,432 | $2.90M | 0.8% | +10.0% | Added | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 51,354 | $2.73M | 0.8% | +581+1.1% | Added | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 30,929 | $2.63M | 0.7% | +50+0.2% | Added | – |
| Invesco Exchange Traded FD T46137V365 | S&P500 EQL ENR | 21,053 | $2.30M | 0.7% | +21,053 | New | – |
| AAPLApple Inc. | Stock | 8,177 | $2.08M | 0.6% | +255+3.2% | Added | History |
| Invesco Exchange Traded FD T46137V316 | S&P500 EQL MAT | 51,346 | $1.99M | 0.6% | +51,346 | New | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 20,667 | $1.87M | 0.5% | +125+0.6% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 10,522 | $1.79M | 0.5% | 00.0% | Unchanged | History |
| iShares Tr464288307 | MRGSTR MD CP GRW | 22,107 | $1.74M | 0.5% | −138−0.6% | Reduced | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 17,641 | $1.67M | 0.5% | −73−0.4% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,155 | $1.65M | 0.5% | −20.0% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 5,745 | $1.65M | 0.5% | 00.0% | Unchanged | History |
| iShares Tr464288406 | MRGSTR MD CP VAL | 18,515 | $1.57M | 0.4% | −246−1.3% | Reduced | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 15,950 | $1.54M | 0.4% | −15−0.1% | Reduced | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 12,575 | $1.39M | 0.4% | +3,392+36.9% | Added | – |
| GLDSPDR Gold Trust | ETF | 3,201 | $1.38M | 0.4% | +3,201 | New | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,099 | $1.37M | 0.4% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,740 | $1.31M | 0.4% | +1,585+137.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 6,251 | $1.30M | 0.4% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 5,188 | $1.26M | 0.4% | 00.0% | Unchanged | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,200 | $1.07M | 0.3% | 00.0% | Unchanged | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 10,450 | $959.0K | 0.3% | +10,450 | New | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 12,219 | $943.1K | 0.3% | −16−0.1% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 13,772 | $930.1K | 0.3% | +84+0.6% | Added | – |
| COSTCostco Wholesale Corp | Stock | 910 | $907.0K | 0.3% | 00.0% | Unchanged | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 8,793 | $761.8K | 0.2% | −5,724−39.4% | Reduced | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 7,638 | $722.2K | 0.2% | +126+1.7% | Added | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 16,709 | $707.0K | 0.2% | +315+1.9% | Added | – |
| iShares Tr464289859 | CORE 80 20 ETF | 7,547 | $667.8K | 0.2% | −82−1.1% | Reduced | – |
| iShares Tr464288257 | MSCI ACWI ETF | 4,750 | $657.3K | 0.2% | 00.0% | Unchanged | – |
| GEGeneral Electric Co | Stock | 2,176 | $617.6K | 0.2% | +2,176 | New | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,010 | $583.0K | 0.2% | +1,010 | New | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,140 | $581.4K | 0.2% | −26−0.5% | Reduced | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 10,084 | $545.6K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464288703 | MRNING SM CP ETF | 7,774 | $540.4K | 0.2% | −56−0.7% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,331 | $538.3K | 0.2% | −4−0.1% | Reduced | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 9,712 | $532.2K | 0.2% | −47−0.5% | Reduced | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 6,308 | $524.9K | 0.1% | −20−0.3% | Reduced | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,584 | $516.3K | 0.1% | +44+0.7% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 7,095 | $494.9K | 0.1% | −9−0.1% | Reduced | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 5,180 | $494.6K | 0.1% | 00.0% | Unchanged | – |
| GEVGE Vernova Inc. | Stock | 544 | $474.9K | 0.1% | 00.0% | Unchanged | History |
| iShares Tips Bond ETF464287176 | ETF | 4,177 | $461.0K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 9,129 | $438.6K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,588 | $430.9K | 0.1% | +5,588 | New | – |
| iShares Select Dividend ETF464287168 | ETF | 2,797 | $423.6K | 0.1% | −5−0.2% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 1,445 | $414.5K | 0.1% | 00.0% | Unchanged | History |
| SP Funds S&P 500 Sharia Industry Exclusions ETF886364801 | ETF | 8,123 | $391.2K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 5,190 | $389.8K | 0.1% | −88−1.7% | Reduced | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 16,460 | $382.2K | 0.1% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 639 | $381.8K | 0.1% | +113+21.5% | Added | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 7,348 | $372.0K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,395 | $365.4K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,219 | $364.3K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,238 | $354.3K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,547 | $326.6K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 3,214 | $299.4K | 0.1% | 00.0% | Unchanged | – |
| LLYEli Lilly & Co | Stock | 325 | $298.9K | 0.1% | 00.0% | Unchanged | History |
| Listed FDS Tr53656F268 | WAHED DOW JONES | 9,687 | $296.9K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 998 | $286.6K | 0.1% | 00.0% | Unchanged | – |
| VVisa Inc. | Stock | 932 | $281.7K | 0.1% | 00.0% | Unchanged | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,805 | $278.5K | 0.1% | 00.0% | Unchanged | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 4,437 | $274.6K | 0.1% | 00.0% | Unchanged | – |
| MCDMcDonalds Corp | Stock | 883 | $274.4K | 0.1% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 1,500 | $248.0K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 2,510 | $234.8K | 0.1% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V225 | S&P MIDCAP 400 | 1,983 | $234.4K | 0.1% | 00.0% | Unchanged | – |
| CVXChevron Corp | Stock | 1,110 | $229.7K | 0.1% | +1,110 | New | History |
| iShares Russell Midcap ETF464287499 | ETF | 2,354 | $228.9K | 0.1% | 00.0% | Unchanged | – |
| TRVTravelers Companies, Inc. | Stock | 755 | $220.2K | 0.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 584 | $216.2K | 0.1% | +1+0.2% | Added | History |
Sold out since Q4 2025 (1)
Positions held at the end of Q4 2025 that are gone from this filing.